Impact Partnership Wealth’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Sell
3,965
-201
-5% -$32K 0.12% 105
2025
Q1
$710K Buy
4,166
+59
+1% +$10.1K 0.15% 75
2024
Q4
$689K Buy
4,107
+389
+10% +$65.2K 0.14% 87
2024
Q3
$644K Buy
3,718
+39
+1% +$6.76K 0.15% 88
2024
Q2
$607K Buy
3,679
+1,342
+57% +$221K 0.16% 83
2024
Q1
$379K Sell
2,337
-35
-1% -$5.68K 0.15% 97
2023
Q4
$348K Sell
2,372
-157
-6% -$23K 0.13% 107
2023
Q3
$369K Buy
2,529
+2,153
+573% +$314K 0.11% 96
2023
Q2
$57.1K Buy
+376
New +$57.1K 0.02% 247